Individual skill
crm-lite
Use when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software. Stores contacts, leads, activities, estimates, and communications in local SQLite.
skills/crm-lite/SKILL.md
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- Last checked
- Nov 11, 2026
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- Repository last updated
- Sep 11, 2026
- License
- MIT
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- engineering Derived category
- sales Derived category
- data Derived category
- data-databases Derived category
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# CRM-Lite — Lightweight SQLite CRM for Small Business
## Overview
A minimal, file-based CRM built on SQLite for non-technical small business owners. No server, no external dependencies, no auth complexity. Designed for agent-mediated use: the owner interacts via text message with the agent, which reads/writes this database.
## When to Use
- **Small business** (1-10 employees) with no existing CRM
- **Agent-mediated access** — owners interact via chat/Telegram, not direct DB access
- **Lead tracking** from website forms, referrals, email inquiries
- **Pipeline visibility** — estimate sent → accepted/rejected → job scheduled → paid
- **Communication log** — every email, call, text logged automatically
## Don't Use For
- Multi-user concurrent access with role-based permissions